Answers

The rules that apply here

Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:

• Narrowing a list — search, conditions, sort, totals, export and saved views.
• What may be changed — the five grounds a record may not be edited on.
• Companies and business units — what the switcher above this list is doing to it.

Walk through this screen step by step